Getting Started with SiteCliq CRM

Collect and manage all your deals in one place, create unique pipelines for sites in your account and easily track all your customers' interactions in SiteCliqCRM.

Tip: More about the advantages of our SiteCliq CRM you can find in the article SiteCliq CRM overview.

Getting started with SiteCliq CRM

1. Navigate to the dashboard in your account and click Open CRM:

In the new tab, you will see the default pipeline. The pipeline is a list of your incoming deals that are separated in the columns. Columns present the current status of your deal. You can work with the default pipeline or create your own to start from scratch.

Important: The CRM is a general tab for all your sites in the account. Therefore, we recommend creating separate funnels for the different contact forms for easier distinction.

2. To create a new pipeline, click on My deals and choose Create a new pipeline in the dropdown:

3. Enter the name for your new pipeline in the pop-up window:

4. Each pipeline consists of columns — statuses of deals — for example, "New", "In progress", "Done". To rename the column, click on its current name and enter the new one:

5. To delete the column, hover over it, click on the three dots and choose Delete:

Note: There is no possibility of deleting a column with existing deals in it. Besides, you can't delete the only column in the whole pipeline.

6. To add a new column, click on the "plus" near the existing one, and enter its name in the opened field:

7. Besides collecting the requests from the forms on your sites, you can manually add the deals. For that, click Add new deal and customize it in the opened form:

8. You can preview all your deals as a table or the cards. The switcher is placed in the top right corner of the tab:

Tip: The table view is more convenient for working with a couple of deals at the same time — for example, you can select and delete all deals by clicking on the checkbox:

9. In the table view you can also sort your cards from largest to smallest (or vice versa). For that, click on the column name and choose the needed position of the arrow:

If you want to automatically send requests from your contact form to your new CRM pipeline, follow the instructions in the article Connecting the contact form to the pipeline​.

• Related Articles

• SiteCliq CRM Overview

  What is CRM? CRM is a system for managing all your company's interactions with customers and leads. Basically, it helps automate and control order management — to ensure that the requests are handled in a timely manner. Deals are the requests for the ...

• Export Deals and Customers from SiteCliq CRM

  Export a CSV file with a list of requests you received from contact forms in SiteCliq CRM. It can be helpful if you want to process this information, for instance, add it into another CRM, analyze data, have an archive of deals, etc. You can also ...

• Connecting a Contact Form to a Pipeline in SiteCliq CRM

  You don’t need to configure anything to automatically receive applications from your site — CRM is connected to all the contact forms by default. That is, every single time your site visitors fill in the contact form, you get the data in the card ...

• Managing deals in SiteCliq CRM

  After you've created your first pipeline and connected a contact form to it, learn how you can edit the incoming deals, create custom fields, change the statuses of the deals and more. Managing deals in SiteCliq CRM 1. The unread deals from the ...

• Enabling Push Notifications for SiteCliq CRM

  After you've connected a contact form to your SiteCliq CRM, turn on push notifications about the incoming new deals that will be displayed in your browser. Important: This option is available for Google Chrome, Firefox and Microfost Edge users only. ...